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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (55953)	8/24/2015 8:14:20 PM
From: Grommit	Respond to of 78507

AGL (GAS) -- GAS, NEE and AGl are my only utilities. I've owned GAS since 2010 (AGL was atlanta gas and light). Sorry to see it go, but very thankful that "the companies expect to complete the transaction in the second half of 2016". Due to a lot of roth conversions, the gains would not have fit into this year very well. I will look at other utilities as a replacement when the time comes.

To: E_K_S who wrote (55953)	8/24/2015 10:17:35 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78507

I don't have AGL. My utilities are MDU, NWN, and SO. P/e for SO is about 15x (est for 12/16 earnings). That's a bit too high a p/e for me to consider adding. Low down on my list when I can get some growth stocks now at that p/e or less. For the first time in a long-time, I tuned in to Cramer Mad Money. Watched almost all the show. (I have to do it in segments - his voice & his fast-talking get to me.) He recommended some stocks to buy, one of which was SO for the dividend (almost 5%). Some other stocks he mentioned I did already buy this morning, and I intend to buy more as they fall. Cramer said if you have money on the sidelines to invest, you might consider slowly adding to some of the good stocks in good industries (not oil/China/commodities), and I agree with that and have and am doing that. He mentioned 25% commit now, but that's too tough (risky?) for me. I'm not at 10% of my cash.